Modern-Wealth

President, Jennifer Lee, ran a successful office in Maryland for 15 years.

Jennifer Lee has opened Modern-Wealth LLC, a financial services firm, at 116 New Briton Court in Bradenton to serve the Sarasota and Bradenton area. Lee ran a successful office in Maryland for 15 years and has more than 17 years of experience. STAFF PHOTO/THOMAS BENDER

She has more than 17 years of experience as a financial adviser and insurance broker.

Modern-Wealth provides guidance and perspective in the areas of business continuation, cash flow planning, investment advisory and benefits.

Lee is an investment adviser representative through H. Beck Inc.

Lee specializes in aiding high-net-worth women in transition.

These women are going through a divorce, have been widowed, are selling a business or entering retirement.

She also specializes in adivsing successful executives, professionals and business owners on the transfer of wealth to successive generations.

Modern-Wealth.com, 410-599-6885.

Modern-Wealth, a financial services firm, has opened in Bradenton, serving the Sarasota and Bradenton area.